Timothy Farley is a ChFC-designated registered investment advisor at Tempo Wealth, based in Independence, OH, with 16 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 112 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $6.0M | 1.00% |
| $6.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.70% |
Fees are negotiable for accounts over $20M. There are different rates for wealth management with financial planning versus investment management only. Wealth Management with Financial Planning: - First $1M: 1.0% - $1M-$3M: 1.0% - $3M-$6M: 0.90% - $6M-$10M: 0.80% - $10M-$20M: 0.60% - Over $20M: Negotiable
Fee Estimator
Location
6133 Rockside Road, Building Ii, Suite 400, Independence, OH, 44131
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is an insurance agent selling life, disability, long-term care, and fixed annuities insurance since 2016, dedicating a few hours per week. He also works with JL Thomas, BUA, and Premier Brokerage Services, which are insurance brokerage firms for fixed business, earning commissions from the companies where he writes coverage.
Employment History
Current Registrations
Tempo Wealth
Previous Registrations
Cleveland Wealth, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.